Make Metrics Meaningful Again
With a business intelligence and insights software designed to deliver only the most essential business and client data in a single, instantly accessible view.
Do Data Differently
Easier access to your most important business data aggregated from the
fintech solutions you trust most, thanks to smarter integration with:
From Practice to Pro
The right business insights for advisors interested in making better business decisions.
- Manage your prospect pipeline, and identify the most productive products, relationships and client segments at-a-glance
- Track money movement in real-time
- View current asset and revenue opportunities and gaps
- Manage your prospect pipeline
With the industry's first VOIP telephone integration, powered by Jive Communications, access essential client data you need when you need it.
For a low monthly advisor cost and with no-surprise delegate access for up to three included, Advisor Metrix is an advisor-team work and business intelligence technology that actually works for teams.